VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 569 filers reported holding VANGUARD MUN BD FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,028,650 | +2.4% | 20,785 | -0.5% | 0.47% | -7.4% |
| Q3 2022 | $1,005,000 | -9.0% | 20,879 | -5.7% | 0.50% | -4.0% |
| Q2 2022 | $1,105,000 | -46.2% | 22,139 | -44.4% | 0.52% | -40.5% |
| Q1 2022 | $2,054,000 | +7.3% | 39,848 | +14.3% | 0.88% | -11.5% |
| Q4 2021 | $1,914,000 | +6.0% | 34,857 | +5.8% | 1.00% | -2.3% |
| Q3 2021 | $1,805,000 | -19.1% | 32,957 | -18.3% | 1.02% | -16.8% |
| Q2 2021 | $2,232,000 | +26.0% | 40,361 | +24.5% | 1.22% | +9.2% |
| Q1 2021 | $1,772,000 | -3.6% | 32,426 | -2.6% | 1.12% | -9.2% |
| Q4 2020 | $1,838,000 | -6.4% | 33,307 | -7.6% | 1.23% | -20.2% |
| Q3 2020 | $1,963,000 | +7.5% | 36,054 | +6.9% | 1.55% | -2.0% |
| Q2 2020 | $1,826,000 | +5.7% | 33,728 | +3.3% | 1.58% | -8.4% |
| Q1 2020 | $1,727,000 | +229.0% | 32,650 | +233.2% | 1.72% | +271.3% |
| Q4 2019 | $525,000 | – | 9,800 | – | 0.46% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BAKER BOYER NATIONAL BANK | 1,111,233 | $53,439,123 | 21.73% |
| Mosaic Advisors LLC | 412,667 | $19,849,288 | 18.17% |
| Orgel Wealth Management, LLC | 9,389,307 | $451,625,667 | 15.27% |
| Strata Wealth Advisors, LLC | 626,848 | $30,151,396 | 14.52% |
| GPWM LLC | 310,436 | $14,931,972 | 12.76% |
| HT Partners LLC | 832,898 | $40,062,394 | 11.97% |
| Winthrop Advisory Group LLC | 1,355,215 | $65,185,826 | 10.70% |
| ASPIRIANT, LLC | 4,265,321 | $205,162,019 | 10.50% |
| West Financial Advisors, LLC | 869,828 | $41,838,727 | 10.50% |
| Quaker Wealth Management, LLC | 420,375 | $20,220,048 | 9.86% |